GC

Gratus Capital Portfolio holdings

AUM $2.48B
1-Year Est. Return 32.66%
This Quarter Est. Return
1 Year Est. Return
+32.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$17.2M
3
+$14.9M
4
DLR icon
Digital Realty Trust
DLR
+$14.4M
5
MRVL icon
Marvell Technology
MRVL
+$10M

Top Sells

1
+$23.2M
2
+$14.5M
3
+$13.4M
4
GTLB icon
GitLab
GTLB
+$9.96M
5
KLAC icon
KLA
KLAC
+$9.36M

Sector Composition

1 Technology 19.96%
2 Industrials 9.04%
3 Energy 8.41%
4 Healthcare 6.75%
5 Financials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.88M 0.67%
103,555
+6,172
52
$9.68M 0.66%
299,853
+15,170
53
$9.47M 0.65%
83,100
+1,238
54
$9.26M 0.63%
29,799
-3,820
55
$8.78M 0.6%
25,740
+797
56
$8.71M 0.59%
66,823
+3,676
57
$8.08M 0.55%
41,682
+1,219
58
$8.07M 0.55%
308,169
+86,556
59
$7.74M 0.53%
17,560
-148
60
$7.57M 0.52%
57,618
+1,122
61
$7.1M 0.48%
48,363
+1,217
62
$6.93M 0.47%
+67,870
63
$6.87M 0.47%
136,582
+94,323
64
$6.65M 0.45%
+48,220
65
$6.47M 0.44%
460,906
+8,599
66
$6.26M 0.43%
42,803
+1,455
67
$6.26M 0.43%
22,737
-178
68
$6.15M 0.42%
88,644
-26,489
69
$6.13M 0.42%
23,423
+6,917
70
$6.06M 0.41%
219,586
+7,855
71
$5.81M 0.4%
+13,148
72
$5.7M 0.39%
+359,999
73
$5.16M 0.35%
17,966
-1,521
74
$4.91M 0.34%
37,243
-36,632
75
$4.63M 0.32%
53,576
-370
1 2
3
4 5